Balyasny Asset Management
CEV

Balyasny Asset Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Balyasny Asset Management’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,153
Closed -$143K – 3130
2025
Q3 		$143K Buy
+14,153
New +$137K ﹤0.01% 2764

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Balyasny Asset Management's CEV Position: Q4 2025 in Review

Balyasny Asset Management sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2025, closing a stake of 14,153 shares — an estimated $143K sold.

Balyasny Asset Management first reported a position in CEV in Q3 2025 and held it in 1 quarter. The position peaked at $143K in Q3 2025. 33 funds tracked by Wall St. Rank hold CEV as of Q4 2025.

  • Balyasny Asset Management reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 14,153 Eaton Vance California Municipal Income Trust shares in Q4 2025, an estimated $143K.
  • Balyasny Asset Management first reported a position in Eaton Vance California Municipal Income Trust in Q3 2025 and held it in 1 quarter.
  • Balyasny Asset Management's Eaton Vance California Municipal Income Trust position peaked at $143K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.